See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,364 | $109,881-43.2% | $150,045-58.4% | $84,808-26.5% |
| Participation rate | 71.2% | 76.1%-4.9pp | 82.3%-11.1pp | 68.3%+2.9pp |
| Annual return | 13.56% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,011 | $3,561-43.5% | $4,693-57.2% | $2,631-23.6% |
| Participant deferral / active EE | $9,263 | $6,636+39.6% | $7,997+15.8% | $4,212+119.9% |
| Admin fee / account holder | $17,504 | $8,568+104.3% | $13,435+30.3% | $7,344+138.4% |